Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,814
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$318M
3
+$304M
4
MSCI icon
MSCI
MSCI
+$245M
5
MSFT icon
Microsoft
MSFT
+$215M

Top Sells

1
+$234M
2
+$198M
3
+$161M
4
SPGI icon
S&P Global
SPGI
+$146M
5
TT icon
Trane Technologies
TT
+$144M

Sector Composition

1 Technology 22.87%
2 Financials 22.07%
3 Industrials 10.93%
4 Healthcare 8.97%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.22M ﹤0.01%
46,101
+22,398
652
$3.21M ﹤0.01%
55,554
+30,622
653
$3.2M ﹤0.01%
41,259
-1,162
654
$3.19M ﹤0.01%
322,569
-3,025
655
$3.18M ﹤0.01%
30,982
+4,626
656
$3.13M ﹤0.01%
97,994
-556,630
657
$3.13M ﹤0.01%
58,182
+27,168
658
$3.09M ﹤0.01%
58,553
-2,758
659
$3.09M ﹤0.01%
7,991
-1,436
660
$3.08M ﹤0.01%
19,956
-1,938
661
$3.07M ﹤0.01%
170,552
+127,301
662
$3.06M ﹤0.01%
111,908
+12,416
663
$3.06M ﹤0.01%
14,307
+3,171
664
$3.04M ﹤0.01%
39,056
+4,787
665
$3.03M ﹤0.01%
19,260
+15,501
666
$3.02M ﹤0.01%
10,570
+340
667
$3.02M ﹤0.01%
36,618
+10,474
668
$3.01M ﹤0.01%
43,789
-17,395
669
$2.98M ﹤0.01%
35,199
-55,777
670
$2.98M ﹤0.01%
58,969
-9,751
671
$2.96M ﹤0.01%
6,161
+280
672
$2.89M ﹤0.01%
15,698
+1,833
673
$2.89M ﹤0.01%
24,748
+3,517
674
$2.89M ﹤0.01%
75,396
+24,898
675
$2.89M ﹤0.01%
122,775
+11,054
25 26
27
28 29